Overview
Interest rates play a pivotal role in shaping asset prices and overall investment performance—but how should investors respond in an increasingly uncertain policy environment? This webinar will explore the effects of policy uncertainty on various asset classes and the US dollar (USD) and examine how investors can adapt their strategies accordingly. Attendees will gain valuable insights into macroeconomic trends and central bank policies that influence rate movements, equipping them with the knowledge to make strategic, well-informed investment decisions across different interest rate environments.
Key takeaways
- Strategic sector allocation
Identify and allocate capital strategically across sectors based on macroeconomic trends, industry fundamentals, and valuation metrics. This approach helps capture relative value opportunities while managing exposure to cyclical and structural shifts in the economy. - Influence of macroeconomic policy on interest rate and credit markets
Analyze how central bank actions, fiscal stimulus, and regulatory changes influence movements in interest rates and credit spreads. Topics include monetary tightening or easing cycles, liquidity provisions, and the implications of policy direction on bond yields, risk premiums, and market volatility. - Implementation of dynamic hedging techniques
Deploy dynamic hedging strategies to manage risk in real time by adjusting to changes in portfolio exposures, market volatility, and correlations. This may include the use of derivatives, duration overlays, or convexity hedges to mitigate unfavorable market conditions and enhance portfolio resilience. - Navigating evolving perspectives on the US dollar (USD) and US Treasuries as safe havens
Continuously monitor and respond to shifts in market sentiment regarding the USD and US Treasuries, assessing their evolving roles as safe-haven assets in times of uncertainty.
Speakers
Ashok Bhatia, CFA
Chief Investment Officer and Global Head of Fixed Income
Neuberger Berman
Francois Trahan
President
The Macro Institute
Alex Roever, CFA
Senior Director, Learning Content
CFA Institute
Webinar
Positioning for the unpredictable: Managing investments in an uncertain rate environment
Complimentary